Filed Under:Annuities, Fixed Indexed

7 more retirement and annuity facts you should know

Most advisors (71 percent) have increased the net number of retirement income clients served during the year past.
Most advisors (71 percent) have increased the net number of retirement income clients served during the year past.

How many women and Gen-Xers have calculated how much money they will need to retire?  To what extent does working with a financial advisor increase individuals’ retirement confidence? What are the tax implications of boomers who are retiring later, saving more and planning better?

Answers to these questions, among many others, are forthcoming in the Insured Retirement Institute’s “IRI Fact Book 2014.” The 198-page report, an all-encompassing guide to information, trends and data in the retirement income space, explores the state of the industry, annuity product innovations, and solutions for generating immediate and future income needs.

Fact 1: Three-quarters (75 percent) of households that own fixed annuities claim balances of less than $100,000, while 68 percent of variable annuity owners report balances below $100,000.

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Nichole Morford

Nichole Morford
Managing Editor

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